Send CloudPDF form leads to HubSpot automatically
A new PDF inquiry can become a HubSpot contact as soon as CloudPDF sends its webhook. Let Notis read the submission and create the contact for you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Copying PDF form details into HubSpot creates busywork and leaves new inquiries waiting for follow-up.
- Reduce manual entry after a PDF form submission.
- Keep new inquiries in the CRM sooner.
- Receive a run report when a submission is processed.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a HubSpot contact from the contact details in each CloudPDF form webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real form submission and review the created contact.
Questions about this workflow
Does CloudPDF provide a native Notis trigger for this workflow?
No. Start it with a Notis webhook and have CloudPDF send its form submission webhook to Notis.
What if a submission does not include an email address?
Ask Notis to report submissions without an email address for review. HubSpot may require enough identifying information to create a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Hubspot. A trigger fires from one place; an action lands in another.
CloudPDF triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
CloudPDF and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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